Data, privacy and security
Manage spam filters and blocked senders
Practical Pixie CRM instructions for manage spam filters and blocked senders, including where to go, what to check and how to confirm the change saved correctly.
Where to goSetup → Support → Spam Filters / Ticket actions
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for manage spam filters and blocked senders, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Support → Spam Filters / Ticket actions in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Sender/pattern, Rule type, Action, Active state.
- Complete Manage spam filters and blocked senders using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Sender/pattern
Rule type
Action
Active state
Checks before you finish
- Use the least destructive action available.
- Confirm permission and ownership context.
- Preserve audit evidence unless authorised policy says otherwise.
- Verify the resulting audit or status record.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.